At the start of the transaction, you have the choice to apply an attachment template or upload attachments (files or web links) as you go along. In this article, it will break down the different options and capabilities you have within this tab.

TABLE OF CONTENTS

Applying A Template

  1. From within the Transaction Detail Page, click on the Attachment Tab

  2. Click on Use Template

  3. Select the Attachment Template(s) to apply to the transaction

  4. Choose to click on Apply


Uploading Attachments


Single Attachment


  1. Click the Placeholder Name to open the edit screen for both weblinks & files. Additionally, if you want to bypass the edit screen for files, you can select the quick upload button.



  2. Within the edit screen, you can upload the file or paste the web link URL, enable signature tracking for files, enter the title, select a folder location, create custom merge field code, and manage the portal visibility.




Multiple File Attachments


  1. Click the + button & then the Multiple Files selection.



  2. Upload Multiple Files.


  3. Rename & assign the files to placeholders/folders.

Managing Attachments


Split

  1. Upload the combined file you need to split. You do not need to assign the attachment to a placeholder, as you will assign each split to a placeholder or folder.


  2. Click the dropdown menu on the right side of the file button & select Split PDF.



  3. Add Splits for each section you want to separate. Within each split, you can select which pages to include, rename each split & assign to a placeholder or folder. If you want to eliminate the original combined file, be sure to check the Delete Original PDF File box in the top left corner.



Reassign

  • Moving To Placeholder: Click the dropdown arrow beside the file button & select an available empty placeholder at the bottom of the dropdown list.



  • Moving To Folder: Select the attachment(s) you want to move. Click the Actions button and select Move To Folder to then select which folder you want to move to.



Send

  • From Attachment Tab - Multiple Files: Select the attachment(s) that you want to email. Click the Actions button and select Email Files from the dropdown menu. If sending a single attachment, then you can also click the Arrow beside the file and Send File from the dropdown menu.



  • From Attachment Tab - Single File: Click the Arrow beside the file and Send File from the dropdown menu.



  • From Email Screen: Click the Attach button and select Transaction / Team Files from the dropdown menu. The new pop-up menu will list all the transaction attachments you can



Combine PDFs

  1. Select the attachment(s) you want to combine. Click the Actions button and select Combine PDFs.



  2. Name the combined file, select which folder you want it to populate under, and drag the pages to the order you would like the combined file.



Download

  • Individual Download: Click the dropdown arrow beside the file button & select Download.



  • Multiple Downloads: Select the attachments that you want to download. Click the Actions button and select Zip Files from the dropdown menu. After zipping the file, you will have the option to download or email the zip file.



Signature Tracking

You have the option to turn on this feature for each attachment placeholder entry. You will select the roles that need to sign this document. You will be able to actively track what signatures are still needed with color indications:

  • Red Role Initials = Signature Needed
  • Black Role Initials = Signed
  • Grey Role Inititals = No Signature Needed




Other Actions

On the right-hand side of the screen, you have a few icons to have fast access to. With these icons, you can omit a placeholder if it doesn't apply to the transaction, leave a comment, or turn on/off visibility within the agent and buyer/seller portals.

If you want to learn more about Attachment features or templates, then check out our Attachment Templates article.